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iShares 1-3 Year Treasury Bond ETF
SHY

434 hedge funds and large institutions have $5.1B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

0% more funds holding

Funds holding: 432 → 434 (+2)

3% less capital invested

Capital invested by funds: $5.26B → $5.1B (-$161M)

9% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 170

2.53% less ownership

Funds ownership: 47.63% → 45.1% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 35 → 31 (-4)

23% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $13.2M

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.77%
New
45
Increased
155
Reduced
170
Closed
36
Calls
$10.2M
Puts
$13.2M
Net Calls
-$2.99M
Net Calls Change
-$1.79M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$179M
2
PPA
Parametric Portfolio Associates
Washington
+$49.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$38.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
+$27.7M
5
HA
Hays Advisory
Tennessee
+$21.4M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$273M
2
FI
FormulaFolio Investments
Michigan
-$69M
3
Wells Fargo
Wells Fargo
California
-$67.1M
4
MAM
Meeder Asset Management
Ohio
-$36.6M
5
Bank of America
Bank of America
North Carolina
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAT
126
TD Ameritrade Trust
Colorado
$3.42M +$1.36M +16,108 +67%
IFAM
127
Institutional & Family Asset Management
Colorado
$3.4M -$167K -1,979 -5%
GLA
128
Great Lakes Advisors
Illinois
$3.31M -$32K -378 -1%
LPT
129
Legacy Private Trust
Wisconsin
$3.3M -$7.45M -88,096 -69%
CI
130
Cambiar Investors
Colorado
$3.29M +$22.2K +263 +0.7%
Luther King Capital Management (LKCM)
131
Luther King Capital Management (LKCM)
Texas
$3.29M – – –
SPL
132
Smart Portfolios LLC
Washington
$3.29M +$152K +1,796 +5%
HH
133
Hilltop Holdings
Texas
$3.26M -$110K -1,306 -3%
ZF
134
Zhang Financial
Michigan
$3.26M +$8.88K +105 +0.3%
AA
135
Advisory Alpha
Michigan
$3.2M +$2.61M +30,822 +439%
Wolverine Trading
136
Wolverine Trading
Illinois
$3.14M +$3.14M +37,164 New
Citigroup
137
Citigroup
New York
$2.99M +$899K +10,632 +43%
WCM
138
Windsor Capital Management
Arizona
$2.85M +$152K +1,794 +6%
Comerica Bank
139
Comerica Bank
Texas
$2.84M -$265K -3,137 -9%
VWM
140
Venturi Wealth Management
Texas
$2.81M +$389K +4,601 +16%
PAG
141
Private Advisor Group
New Jersey
$2.8M -$198K -2,340 -7%
BOTW
142
Bank of the West
California
$2.77M +$36.2K +428 +1%
PAG
143
Private Advisory Group
Washington
$2.66M +$736K +8,702 +38%
RFC
144
Regions Financial Corp
Alabama
$2.64M -$98.5K -1,165 -4%
VSWA
145
Vontobel Swiss Wealth Advisors
Switzerland
$2.59M -$66.8K -790 -3%
SP
146
Sarasin & Partners
United Kingdom
$2.55M – – –
ECM
147
Exchange Capital Management
Michigan
$2.53M -$13.8K -163 -0.5%
FT
148
Fiduciary Trust
Massachusetts
$2.5M -$539K -6,372 -18%
ECM
149
Evergreen Capital Management
Washington
$2.48M – – –
FIMG
150
Financial & Investment Management Group
Michigan
$2.45M +$25.4K +300 +1%
4 5
6
7 8

SHY Hedge Fund Activity: Q2 2017 in Review

434 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2017, worth a combined $5.1B — down 3.1% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SHY positions and 36 closed out — a net gain of 9 holders — while 155 added to existing stakes and 170 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $273M.

  • 434 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2017, up from 432 in Q1 2017.
  • Funds reported $5.1B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2017, down 3.1% quarter-over-quarter.
  • 45 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2017 and 36 closed out, a net change of +9 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $179M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2017.